ConnectWise Manage Configuration

Before using Tixt, you must ensure that Manage is configured to allow access to the Service, Company, and System modules through the REST API.

Configuration of a ConnectWise Manage Login

When you set up Tixt, you will need to provide a Manage member’s login credentials that Tixt will use to read and update Manage. It is strongly recommended that this member be a dedicated API Member solely for use with Tixt. This will allow Tixt to reliably process Manage callbacks and determine whether the callback was triggered by Tixt or your technician. 

For the Member to be able to work with the required information, they must be assigned a security role that allows access to the relevant Interfaces. With a default installation, the “Role ID” field must be set to “Admin”.

If, instead, you wish to create your own role rather than use the Manage defaults, please ensure that the security role level settings for the “Service Desk”, “Companies”, and “System” modules are set to “All” for all levels, as depicted below:

Configuration of ConnectWise Manage to access the REST API

In addition to accessing the Manage modules listed above, Tixt also requires credentials to access the REST API. There are two options for providing credentials to access the REST API: APIKey and MemberImpersonation

Option 1: APIKey Authentication

To setup APIKey Authentication in Manage, navigate to the “API Keys” tab on the member setup. Enter a description and click Save to generate a Public/Private key-pair. You may want to save the Private Key somewhere as it will not be visible again once you close the API Keys screen.

Option 2: MemberImpersonation Authentication

To setup MemberImpersonation Authentication in Manage, open the Integrator Login setup table by navigating to System > Setup Tables and searching for “Integrator Login”. Click to create a new Integrator Login. Provide a Username and Password. Select “All records” for Access Level, and click to enable the “Member API”

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.